Specifications Gift Receipting

Gift Entry

• import bank statements and match to existing donors/projects (plugins for local banks)
• enter gifts manually, quickly
• recurring gifts
  • tell the bank to do direct debits (plugins for localisation)

Donor lifecycle

• for a first donation, mark the donor; produce a report, and provide mail merge functionality; add subscription for the new donor for your charities' magazine
• when the project finishes or the worker returns home, the donors need to be informed, and invited to support other projects

Reporting

• statistics on donations, per project/supported worker/motivation details
• statistics on donors: eg get all donors that have given more than x in the last y months to project z
• inform the recipient about the donations (either exporting to intranet server, or sending email etc; each day, once a month?)
• inform the treasurer of a worker back home about the level of incoming donations
  • should work with Email, and printed letter
  • don't show details of donations, just the sum per month
  • see Treasurer Report for details

Receipts

• print receipt per donation, or annually
• easy template system for formatting the letter, with the gift details; must conform to local legal standards of the tax office for the donor to get tax refund etc